CIA
Concurrent Investment Advisors’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
23,939
+1,420
| +6% | +$798K | 0.26% | 86 |
|
|
2025
Q1 | $12.3M | Buy |
22,519
+5,272
| +31% | +$2.89M | 0.3% | 73 |
|
|
2024
Q4 | $9.08M | Sell |
17,247
-693
| -4% | -$365K | 0.24% | 88 |
|
|
2024
Q3 | $8.86M | Buy |
17,940
+1,013
| +6% | +$500K | 0.26% | 85 |
|
|
2024
Q2 | $7.47M | Buy |
16,927
+3,116
| +23% | +$1.37M | 0.25% | 93 |
|
|
2024
Q1 | $6.65M | Buy |
13,811
+3,895
| +39% | +$1.88M | 0.27% | 88 |
|
|
2023
Q4 | $4.23M | Buy |
+9,916
| New | +$4.23M | 0.2% | 119 |
|